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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

190 hedge funds and large institutions have $318M invested in Invesco Financial Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+29
Holders Change %
+18.01%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
49
Closed
11
Calls
$351K
Puts
$1K
Net Calls
+$350K
Net Calls Change
+$900K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$38.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.6M
3
GI
3
Gradient Investments
Minnesota
$11.9M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.56M
5
Wells Fargo
5
Wells Fargo
California
$8.44M

Top Sellers

1
CL
1
Cabana LLC
Arkansas
$22.1M
2
FIA
2
Foundations Investment Advisors
Arizona
$19.3M
3
EW
3
Evoke Wealth
California
$0
4
FAN
4
Financial Advisors Network
California
$1.28M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
Optimum Investment Advisors
Illinois
$559K -$6.6K -350 -1%
ASN
77
Advisory Services Network
Georgia
$529K +$415K +22,009 +364%
JPLA
78
Joseph P. Lucia & Associates
New York
$525K +$29.9K +1,585 +6%
FSA
79
Fort Sheridan Advisors
Illinois
$525K +$56.7K +3,000 +12%
JA
80
JOYN Advisors
Georgia
$518K +$78.7K +4,173 +18%
MCWA
81
Meadow Creek Wealth Advisors
Georgia
$515K +$515K +27,304 New
CFA
82
Cahill Financial Advisors
Minnesota
$492K – – –
EWM
83
Endurance Wealth Management
Rhode Island
$444K +$9.45K +500 +2%
HWM
84
Howard Wealth Management
Connecticut
$434K +$434K +23,045 New
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$430K -$10.8K -573 -2%
AWM
86
Affinity Wealth Management
Delaware
$422K – – –
NFG
87
Next Financial Group
Texas
$401K +$369K +19,531 +1,142%
AWM
88
AE Wealth Management
Kansas
$391K +$391K +20,708 New
EWA
89
EP Wealth Advisors
California
$389K +$389K +20,600 New
SPC
90
Sigma Planning Corp
Michigan
$384K -$16.2K -857 -4%
FMWA
91
Forvis Mazars Wealth Advisors
Missouri
$372K – – –
SFM
92
Signet Financial Management
New Jersey
$365K +$2.41K +128 +0.7%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$354K +$1.13K +60 +0.3%
WS
94
Wedbush Securities
California
$349K +$320 +17 +0.1%
JWCA
95
J.W. Cole Advisors
Florida
$340K +$340K +17,999 New
BRWA
96
B. Riley Wealth Advisors
Florida
$339K +$122K +6,425 +56%
NNP
97
Nachman Norwood & Parrott
South Carolina
$335K -$7.37K -391 -2%
BF
98
BOK Financial
Oklahoma
$326K -$176K -9,330 -35%
IWA
99
IBEX Wealth Advisors
New Jersey
$325K +$1.13K +60 +0.3%
BW
100
Bison Wealth
Georgia
$323K -$7.56K -400 -2%
2 3
4
5 6